INSTRUCTIONS: ALABAMA PURCHASE TRANSFER REQUEST (Form RSA PUR TRAN)
If electing to transfer funds from a qualified and tax-deferred fund for the purchase of service in the Alabama Employees' Retirement System or Teachers' Retirement System of Alabama, you should file the form discussed in this article. This document can be obtained from the website maintained by the Retirement Systems of Alabama.
Alabama Purchase Transfer Request RSA PUR TRAN Step 1: Part I concerns the member. Indicate with a check mark whether you are a member of the Employees' Retirement System or Teachers' Retirement System.
Alabama Purchase Transfer Request RSA PUR TRAN Step 2: Enter your Social Security number on the first blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 3: Enter your account number on the second blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 4: Enter your name on the third blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 5: Enter your date of birth on the fourth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 6: Enter your address on the fifth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 7: Enter your home telephone number on the sixth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 8: Enter your work telephone number on the seventh blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 9: Enter the amount of the transfer requested on the eighth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 10: Enter your signature on the ninth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 11: Enter the date on the tenth blank line.
Alabama Purchase Transfer Request RSA PUR TRAN Step 12: Have the form certified by a notary public.
Alabama Purchase Transfer Request RSA PUR TRAN Step 13: Part II concerns the retirement plan and should be completed by a representative of the plan. They should indicate the type of plan with a check mark.
Alabama Purchase Transfer Request RSA PUR TRAN Step 14: On the next two blank lines, the representative should enter the name of the company transferring the funds and your account number.
Alabama Purchase Transfer Request RSA PUR TRAN Step 15: The plan representative should provide all other requested information, then sign and date the form.
